Wall Street Breakfast

We need to talk about Intel (and Nvidia) (0:30). FedEx earnings, macro worries (3:00). Fed dot plot, more cuts coming (4:30). Tesla churning higher (8:30). Caterpillar soaring (11:10). Darden drops (14:15).Show NotesThe Paradigm Shift No Investor Can IgnoreNvidia And Intel: More Than Just Strategic Messaging, Why Both Need ItEpisode transcripts: seekingalpha.com/wsbSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

FedEx (FDX) rallies after topping profit expectations, updating on business split; UPS also higher. (00:22) Activist investor Biglari targets Cracker Barrel (CBRL) CEO in eighth proxy fight. (01:40) Novo Nordisk (NVO) reduces its U.S. sales team for obesity and diabetes education: Reuters. (03:03) Episode transcripts seekingalpha.com/wsb.Show links: Take the Quiz: Investment News Quiz - Friday, Sept. 19Biggest stock movers Friday: XXII, FDX, UPS, and moreNvidia hires Enfabrica CEO and licenses AI startup's tech for over $900M: reportJudge rules Amazon violated consumer law in Prime billing caseDeutsche Bank CEO Christian Sewing to face multimillion-dollar lawsuit - reportSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

ABC (DIS) pulls Jimmy Kimmel’s show off-air over Charlie Kirk remarks. (00:22) Huawei unveils new AI chip roadmap to challenge Nvidia (NVDA), plans four Ascend releases by 2028. (01:43) Krispy Kreme (DNUT) goes on a wild ride after FBI Director Kash Patel calls it a 'good investment' opportunity. (02:49)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Thursday: IONQ, CBRL, and moreNovo Nordisk’s Wegovy pill delivers 16.6% weight loss in people with obesityTrump tariffs could fund a bailout package for U.S. farmers, agriculture secretary tells FTOpenAI & SoftBank's Japan AI venture delayed - reportSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Fed cuts rates by 25 basis points with one dissent. (0:15) Dot plot pencils in two more cuts this year – barely. (1:11) Powell calls move ‘risk management.’ (1:42)Show Notes6 stocks for a Fed rate cutEpisode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

US-UK tech pact: Trump visit marks $42 billion investment in AI, quantum, nuclear. (00:29) House votes to cede tariff powers to president - report. (01:52) Workday (WDAY) rises after Elliott reveals $2B stake, cites strong progress. (02:39)Episode transcripts seekingalpha.com/wsb.Show links: Listen: Historic Day At The Fed With Danielle DiMartino BoothBiggest stock movers Wednesday: NFE, WDAY, and moreTop 10 S&P 500 performing stocks ahead of the Fed's rate decisionRCI Hospitality Holdings executives indicted on bribery, conspiracy, and criminal tax fraud - updateChinese tech stocks extend rally as AI spending spree intensifiesSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

A cup of Joe could see big price hikes with futures surging. (0:15) August retail sales top expectations. (1:34) Meta to unveil Prada smart glasses? (4:53)Show NotesCould the Fed see an unprecedented tie vote?Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Delta (DAL), Aeromexico ordered to unwind joint venture by start of 2026. (00:25) Trump's pick Stephen Miran confirmed as Fed governor. (01:49) Webtoon (WBTN) soars as Disney (DIS) picks minority stake, unveils new comics platform. (02:58)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Tuesday: WBTN, PLAY, and moreOracle pops on report of involvement in TikTok dealGoogle to invest £5B for AI development in UKDave & Buster's targets 11 new store openings and $675M EBITDA amid strategic refocusSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

The president says ending quarterly reporting will save money. (0:15) Elon Musk buys $1B in Tesla stock. (1:27) Alphabet joins the $3 trillion club. (2:37)Show NotesOpenAI chairman agrees there’s AI bubbleBessent says TikTok deal framework agreedEpisode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

The next big investing theme of the 2020s is B.I.G. - BofA. (00:23) Tesla is said to boost output at German plant on stronger sales. (01:22) North Korean hackers used ChatGPT to fake military IDs - report. (02:11)Episode transcripts seekingalpha.com/wsb.Show links: Webinar today: 6 Stocks Poised to Benefit From a Rate CutBiggest stock movers Monday: MGA, FMST, and moreTrump likely to extend TikTok deadline for the fourth time - reportMany Americans use AI chatbots for financial advice, some with regretChinese chip stocks rise after Beijing launches anti-dumping probe into U.S. semiconductorsSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Wall Street expects a quarter-point Fed rate cut but sparks could fly at the meeting. (0:17) FedEx facing earnings headwinds. (2:50) OpenAI sees lower rev share with Microsoft. (3:46)Show NotesSeeking Alpha analysts’ top dividend stocksEarnings CalendarDividend RoundupEpisode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Oracle jumps to a new high on earnings, up 85% YTD (0:30). Adobe down - is monetization keeping pace? (1:35) Broadcom, Nebius surge on customer acquisitions (3:00). LULU drops post-earnings; retail and tariffs (3:55). Jobs data weaker than thought (8:50). IPO market waking up (11:00). Momentous Fed meeting (14:55).Show NotesTrump seeks to oust Lisa Cook before Fed's policy meeting next weekU.S. stocks mixed as investors look for direction with Fed decision loomingCPI in charts: Annual core inflation rate holds at 3.1% in AugustEpisode transcripts: seekingalpha.com/wsbSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Microsoft, OpenAI (MSFT) redefine ties in shift to for-profit model. (00:24) Warner Bros. Discovery (WBD) jumps on report Paramount Skydance (PSKY) preparing offer. (01:37) Apple Watch (AAPL) hypertension detection to roll out next week after FDA nod- report. (02:56) Episode transcripts seekingalpha.com/wsb.Show links: Investment News Quiz - Friday, Sept. 12Biggest stock movers Friday: ADBE, SMCI, and moreUnited CEO sees Spirit Airlines going out of business - reportTesla engineer quits after 8 years, criticizes Elon Musk's leadership in exit letterNvidia's supplier SK hynix ready with next-gen memory chip for AISign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Core CPI sticky, but arrives as expected. (0:15) Jobless claims hit four-year high. (1:25) The humanoid robot that can cook. (4:24)Show NotesWhat did an AI-simulated Fed meeting reveal?Apple downgraded on AI doubtsEpisode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Stock index futures (SPX) tick up as investors brace for retail inflation report. (00:26) Gun stocks rise in wake of Charlie Kirk shooting. (01:42) Jack Ma’s Ant Group (BABA) unveils first humanoid robot with medical and culinary skills. (02:55)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Thursday: OPEN, RNA, and moreCarrier warns of 40% residential HVAC drop, highlights data center growthTexas Instruments' CEO sees ‘strong growth’ of about 50% in data center marketOpendoor names new CEO, co-founders rejoin boardSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Buy-now-pay-later company Klarna raised $1.37 billion with its IPO. (0:15) Wholesale inflation comes in cool. (2:11) GameStop cash pile more than doubles to $8.7 billion. (3:28)Show NotesChewy tumbles on profit dropWells Fargo sees S&P 7,200Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Oracle (ORCL) jumps as surge in remaining performance obligations overshadows Q1 miss. (00:23) Klarna (KLAR) prices IPO above range at $40 a share, valuing it at $15B. (01:37) Federal judge rules Fed Governor Lisa Cook can stay -- for now. (02:36) Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Wednesday: ORCL, SNPS, and moreNovo Nordisk to cut 9,000 jobs in $1.25 billion overhaul, trims 2025 profit outlookTaiwan Semiconductor’s August sales rise 34% as AI demand stays strongTrump administration moves to regulate pharmaceutical ads on TV and social mediaSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

The economy created 911,000 fewer jobs in the 12 months through March. (0:15) News Corp., Fox fall in wake of Murdoch succession resolution. (1:12) Citi warns of a memory shortage. (2:03)Show NotesGoldman’s top investment opportunities for Q4Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Nebius (NBIS) rockets after inking $17.4B deal with Microsoft (MSFT) for AI infrastructure. (00:24) Novartis (NVS) to acquire Tourmaline Bio (TRML) in $1.4B all-cash deal. (01:11) NFL's YouTube (GOOG) debut draws 17.3M viewers but rivals cry foul on ratings data. (01:47) Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Tuesday: WOLF, PL, and moreBYD sees car brand wipeout in China as manufacturers go overseas - reportMurdoch family settles succession dispute with Lachlan remaining in control of News Corp and FoxIntel shuffles execs as it looks to boost growth; former co-CEO to departSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Tesla’s share of U.S. EV market drops below 40% (0:15) UnitedHealth reaffirms outlook (1:25) Goldman sees global music revenues doubling by 2035 (3:16)Show NotesThe non-tech sectors talking AIEpisode transcripts seekingalpha.com/wsbSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Robinhood (HOOD) and AppLovin (APP) rally after S&P 500 inclusion; Strategy (MSTR) falls after missing out. (00:27) Alibaba (BABA) leads $140M funding for Chinese humanoid startup X Square Robot - report. (01:11) OpenAI plans AI-powered jobs platform that may target Microsoft's LinkedIn. (02:09)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Monday: RAPP, HOUR, IDYA, NFE and moreAmazon to end long-running Prime invitee programASML is said to become top investor in French AI startup MistralTrump’s deregulatory push hands Detroit automakers multibillion-dollar boostSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.